Does your firm’s conflicts process take too long and yield unclear results? Analyzing and escalating conflicts issues are the most time-consuming parts of a conflicts clearance process.
The AI-assisted conflicts clearance in Intapp Conflicts accelerates this step, providing conflicts analysts with results organized by the level of scrutiny required —enabling analysts to quickly complete their
In the fast-moving world of professional services, it’s essential to manage complex client relationships effectively while ensuring smooth business onboarding and compliance. For firms that often deal with joint clients, such as a married couple purchasing real estate, or that represent multiple clients in one matter, such as when representing a consortium that will be
Intapp DealCloud makes it easy to build custom dashboards and comprehensive reports based on aggregated proprietary and third-party data. This helps your firm quickly access and review information, as well as make informed decisions. Most data values can be automatically entered or updated to save your teams time and effort — but not all values
Bloomberg reporter Maggie Eastland attended Intapp’s flagship product event, Amplify 2025. After, she wrote an article titled, “How AI’s Three-Minute Models Are Changing Dealmaking,” which quotes both Rudy Saad and Brian Bissonette on how AI-powered tools are helping dealmakers in the day-to-day business of buying and selling companies.
Bloomberg – March 20, 2025
How Intapp helps your law firm embrace the opportunity OCGs present
Effectively representing your clients is only one part of a winning strategy for client retention. Your firm must also meet clients’ expectations around billing, staffing, and other issues. Thankfully, your clients share their requirements around these issues in the outside counsel guidelines (OCGs)
At Intapp, we’re dedicated to building solutions that unlock unprecedented growth opportunities for our clients. To achieve this, we develop our product roadmap directly with your feedback and business objectives in mind.
At our recent Intapp DealCloud Ambassador Program User Summit, attendees shared their insights and feedback into the DealCloud capabilities they value most — and
As the managing partner of your law firm, you must prepare for a new operational challenge: complying with Australia’s Anti-Money Laundering and Counter-Terrorism Financing (AML/CTF) Amendment Bill, which goes into effect in 2026.
This legal change presents several risks to your firm’s operations:
Modernizing prebilling and maximizing year-end revenue with Intapp Billstream at Seyfarth Shaw
Seyfarth Shaw LLP, an Am Law 100 firm, isn’t just a power user of Intapp Billstream — it’s a pioneer as well.
That’s because for years, the firm relied on Billstream as its go-to enterprise prebilling system. Then, as part of a modernization
Implementing a new CRM system can be a daunting task, but with the right approach and careful planning, the implementation can lead to significant improvements in client service and operational efficiency.
Below, Courtney Borthwick, Head of Business Development and Marketing at Howes Percival, shares valuable insights on how his firm successfully implemented Intapp DealCloud,
Conflicts management can be a gray area for consulting firms. Unlike law and accounting firms, which are subject to rigorous regulations, consulting firms have historically operated without explicit regulatory oversight. Instead, they typically manage conflicts primarily from a business perspective — focusing on client satisfaction and avoiding situations that could damage client relationships.
However, consulting
The Drawdown reporter Tanya Kaushal wrote about the release of Intapp DealCloud Activator, an AI-enabled growth platform helps maximize firm relationship networks and workflows. For the article, she connected with Intapp Vice President of AI, Robin Tech, who said:
“The professionals workin on a deal usually have vast amounts of data in front of
What you missed at Intapp’s premier event
Recently, Intapp hosted the first-ever Intapp Amplify — a premier event where we previewed the latest advancements in our AI-powered solutions. Attendees enjoyed product demos, networking opportunities, and curated sessions led by Intapp experts and industry peers.
We’re revolutionizing enterprise technology so your firm can unlock unprecedented growth
On February 25, 2025, Intapp held the inaugural Intapp AI Council meeting, a new initiative aimed at fostering open conversations and collaborative problem-solving. The event centered around the future of Applied AI and its impact on the financial and professional services industries.
Led by Robin Tech, Vice President of AI at Intapp, the meeting
A comprehensive guide to managing new and updated contacts with the signature parsing tool in Intapp DealCloud
Signature parsing, part of Data Quality Automation (DQA), is a key tool for managing contact data in your Intapp DealCloud solution. Signature parsing collects the signature block from inbound email communications in your Microsoft Outlook, then parses the
Meeting client expectations in the legal field now requires more than just expert advice. Clients are increasingly seeking top-tier service and representation that reflects a profound understanding of their specific challenges. By leveraging artificial intelligence, your law firm can enhance its service offerings and foster stronger, longer-lasting client relationships.
Exceeding — not just meeting —
Accounting Today’s tech editor Chris Gaetano attended Intapp’s flagship product event, Amplify 2025, and coved our product enhancement announcements for Intapp Time, Intapp Walls, and Intapp Assist.
Accounting Today – February 28, 2025
Intapp announces enhancements to Time, Walls and Assist products